4FG
4Thought Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,107
| Closed | -$333K | – | 109 |
|
|
2024
Q2 | $333K | Buy |
3,107
+979
| +46% | +$105K | 0.21% | 41 |
|
|
2024
Q1 | $232K | Buy |
2,128
+352
| +20% | +$38.3K | 0.15% | 48 |
|
|
2023
Q4 | $197K | Sell |
1,776
-1,302
| -42% | -$144K | 0.14% | 45 |
|
|
2023
Q3 | $314K | Sell |
3,078
-5,120
| -62% | -$522K | 0.25% | 37 |
|
|
2023
Q2 | $887K | Sell |
8,198
-571
| -7% | -$61.8K | 0.71% | 22 |
|
|
2023
Q1 | $961K | Sell |
8,769
-14,883
| -63% | -$1.63M | 0.8% | 23 |
|
|
2022
Q4 | $2.49M | Buy |
23,652
+998
| +4% | +$105K | 2.25% | 17 |
|
|
2022
Q3 | $2.32M | Buy |
22,654
+1,871
| +9% | +$192K | 2.28% | 17 |
|
|
2022
Q2 | $2.29M | Sell |
20,783
-13,641
| -40% | -$1.5M | 2.15% | 17 |
|
|
2022
Q1 | $4.16M | Buy |
34,424
+3,965
| +13% | +$480K | 3.69% | 9 |
|
|
2021
Q4 | $4.04M | Buy |
30,459
+12,382
| +68% | +$1.64M | 3.26% | 12 |
|
|
2021
Q3 | $2.41M | Buy |
+18,077
| New | +$2.41M | 2.09% | 18 |
|